Chief Financial Officer (CFO), Family Office
Confidential
Chief Financial Officer (CFO), Family Office
About the Company
A multi-strategy investment firm seeking a family office CFO to manage personal financial affairs.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Chief Financial Officer (CFO) for a family office. The CFO will be responsible for managing the principal's personal financial affairs, which includes technical accounting, tax expertise, and investment oversight. This role demands the maintenance of comprehensive records of personal investments across various asset classes, tracking of capital commitments, distributions, and performance metrics, as well as the coordination and review of annual financial statements. The successful candidate will also be tasked with managing relationships with wealth managers, brokers, and custodians, supporting due diligence on new investment opportunities, and overseeing the structure and administration of various financial entities. Applicants for the CFO position at the family office should have a Bachelor’s degree in accounting, finance, or a related field, with a CPA being strongly preferred. A minimum of 5-10 years' experience in accounting, tax, or family office settings is required, along with a deep understanding of partnership accounting, K-1s, and high-net-worth tax planning. The role demands experience with multiple investment types, including hedge funds, private equity, venture capital, and real estate. Proficiency in financial management software such as Excel and QuickBooks is essential. The CFO will also be expected to prepare periodic financial reports, maintain accurate ledgers, and provide analytical support in the evaluation and structuring of new investments.
Functions
- Finance
$153.83k
...those who would be the first in their families to earn a college degree-for success in... ...and mission. Position: Chief Financial Officer (Full-time, Exempt) Location: Boston... ...Officer (CEO), the Chief Financial Officer (CFO) serves as a trusted thought partner...Work at officeFull timeContract workTemporary workFor contractorsSummer workFlexible hoursMatch Charter Public School
Boston, MA3 days ago$200k - $275k
...members. IMEG is seeking a strategic and results-driven Chief Financial Officer (CFO) to help advance our established growth strategy and drive... ...origin, disability, age, genetic information(including family medical history), parental status (including pregnancy, childbirth...Work at officeLocal areaFlexible hoursNight shiftIMEG Corp
Boston, MA2 days ago$220k
~5 days/ week in office (non negotiable) ~ Reporting Directly into the CEO of the group... ...on an exclusive basis to appoint a Chief Financial Officer for a rapidly growing construction... ...phase of growth. Job Description The CFO is a pivotal leadership role reporting...Work at officeImmediate startPage Executive
Boston, MA5 hours ago- International School of Boston is seeking a Chief Financial and Operating Officer (CFOO) to provide financial expertise, operational excellence, and a forward-thinking strategic approach as a partner to the Head of School. The CFOO will play a key role in shaping the future...Work at office
Direct Jobs
Cambridge, MA2 days ago $70k - $98k
...high-level administrative support to the CFO and Finance leaders. This pivotal role will... ...coordination and management of sensitive financial information. The ideal candidate should... ...skills, and advanced proficiency in Microsoft Office tools. A competitive salary range of $70,...Work at officeBoston Medical Center
Boston, MA12 hours ago- ...Chief Financial Officer (CFO), Construction About the Company Rapidly growing construction business entering its next phase of growth. Industry Construction Type Privately Held About the Role The Company is seeking a Chief Financial...Work at officeFull time
Confidential
Boston, MA1 day ago $261.1k - $287.5k
...Chief Financial Officer When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives.... ...BILH's Metro Boston Division, the Chief Financial Officer (CFO) for Mount Auburn Hospital is an executive role that reports...Work at officeContract workTemporary workWork experience placementLocal areaBeth Israel Lahey Health
Cambridge, MA5 days ago$225k - $275k
...Job Description: The Chief Financial Officer has management oversight of all financial, Student Accounts, Information Technology Services... ...Center and facilities (Building and Grounds) functions. The CFO reports to the President, and serves as a member of Executive...Work at officeTemporary workInterim roleCurry College
Milton, MA3 days ago$87k - $195k
...Strategic Finance & FP&A team within the CFO Services group. The Vice President title... ...forecasting process design, driver-based financial modeling, long-range planning, and management... ...leadership in strategic finance and the Office of the CFO. What You'll Do: FP&A...Work at officeFull timeInterim roleLocal areaFlexible hours$225k - $265k
...Lead Financial Strategy. Guide Executive Decisions. Make a Lasting... ...to serve as its next Chief Financial Officer. This is an opportunity to... ...enforcement, EMS, and their families while remaining committed to... ...and Board of Directors. The CFO provides strategic leadership...African-American Credit Union Coalition
Boston, MA2 days ago$145.4k - $154.5k
...Physician Assistant | Family Practice Location: Boston, MA Employer: CompHealth Pay: $145,400 to $154,500 per year Shift... ...Family Primary Care experience M-F: 4 days patient facing in office, 1 day for admin Holds or able to obtain a MA license...Work at officeHourly payPermanent employmentFull timeContract workImmediate startShift workCompHealth
Boston, MA1 day ago- ...helped our members build a strong financial future so they can make an... ...is a strategic partner to the CFO, supporting balance sheet management... ...Knowledge of Microsoft Office Suite, advanced excel skills... ...health resources Support for families and caregivers...Work at officeWork experience placementWork from home
Harvard University
Cambridge, MA2 days ago - ...Chief Financial Officer (CFO) About the Company Globally recognized health organization Industry Non-Profit Organization Management... ...for health women children & adolescent health family planning/reproductive health health is global health...
Confidential
Medford, MA2 days ago $175k
...Chief Financial Officer Metro Housing|Boston Boston, MA Metro Housing|Boston (Metro Housing... ...Massachusetts, seeks a Chief Financial Officer (CFO) who is mission-focused, analytically... ...complex array of programs that assist families and individuals with low and moderate...Local areaImmediate startShift work2 days per weekMetro Housing|Boston
Boston, MA4 days ago$250k - $300k
...President of Finance and Administration and CFO Location: Weston, Massachusetts... ...College") seeks an innovative, successful financial leader with superior analytical, communication... ...functions, including the business office, financial aid, human resources, information...Work at officeFull timeThe Chronicle Of Higher Education, Inc.
Weston, MA5 hours ago- ...Chief Financial Officer (CFO) About the Company An administration and service company focused on healthcare and social services. Industry Individual & Family Services Type Privately Held About the Role The Company is in search of a Chief Financial...
- ...Chief Financial Officer (CFO) About the Company 70+ year family-owned manufacturer of custom home improvement products with strong growth focus. Industry Building Materials Type Privately Held About the Role The Company is seeking a Chief Financial...
- ...Chief Financial Officer (CFO) About the Company Mission-driven organization providing affordable housing & homelessness prevention services Industry Individual & Family Services Type Non Profit Founded 1983 Employees 51-200 Specialties affordable...
- ...We are seeking an experienced Interim CFO to provide strategic and hands‑on financial leadership during a defined transition period. This role will support... ...and training, licensure and certifications, office location and other geographic considerations, and other...Work at officeContract workTemporary workInterim roleLocal areaImmediate start
Vaco
Boston, MA5 days ago $95.4k - $180.4k
...you and that’s why there’s nowhere like RSM. Affluent families and their family offices face increasingly complex challenges in managing, safeguarding... ...families on governance, risk management, or financial structures. Advanced certifications such as CPA, CFP, JD...Work at officeTemporary workWork experience placementInternshipLocal area- ...Position Summary: The CFO will be a key member of the executive leadership team, overseeing all financial operations, investor relations, capital raising, and corporate... ...Street analysts, Institutional investors, Family Offices, Sovereign Wealth Funds, and industry...
Nanobiosym
Cambridge, MA5 hours ago $80k - $100k
...Business Managers to accurately prepare monthly financial results for designated stations assigned... ...Business Managers. The position is in‑office based at the Hearst Television business... ...benefits to meet your and your family's needs Salary The salary for this role is...Work at officeWork experience placementLocal areaRTL2 Fernsehen GmbH & Co. KG
Needham Heights, MA1 day ago$70k - $90k
...Overview A wealth management firm is seeking an Associate to support their family office team. This role involves accounting, reporting, daily operations, and client service within an institutional family office framework. Responsibilities Reconcile client bank accounts...Work at officeLanding Point
Boston, MA4 days ago$100k - $150k
Director - Family Office Accounting Services (CPA Firm) Job Category: Tax - Family Office Services We are seeking an experienced, client... ...will lead the delivery of comprehensive accounting, financial, and administrative services to high-net-worth individuals and...Work at officeFull timeLocal areaFlexible hours3 days per week$250k - $325k
...business. We endeavor to maintain a drug-free workplace. Position Summary Huron's Financial Advisory practice is seeking a highly accomplished Senior Director to grow our Office of the CFO (OCFO) consulting capability. This leader will serve as a trusted advisor to CFOs...Work at officeContract workInterim roleLocal areaImmediate startRemote workHuron Consulting Group
Boston, MA5 days ago$260k - $290k
Tufts Medical Center Community Care is seeking a Family Medicine Physician to join our team in Malden, MA . Responsibilities Develop... ...patients. Provide primary care needs with same‑day or scheduled in‑office or telehealth appointments. Work cross‑functionally with...Work at office$260k - $290k
...Tufts Medical Center Community Care is seeking a Family Medicine Physician to join our team of collaborative providers in Medford... ...patient’s primary care needs with same day or routinely scheduled in-office or telehealth appointments. You’ll work cross-functionally...Work at officeTufts Medicine
Medford, MA3 days ago$70 per hour
...clinicians to deliver high-quality care to individuals, couples, and families. By taking care of all the new client marketing and... ...feeling like you're on an island. We offer case consultation, office hours, and a growing therapist community to make Rula a place you...Work at officeHourly payFor contractorsPrivate practiceRemote work- ...A Boston-based law firm is seeking a talented and driven Associate Attorney to join its Family Law Practice Group on a hybrid basis (three days a week in the office in the Financial District in Boston is required). The ideal candidate will have 3–6 years of experience handling...Work at officeFull timeLocal area3 days per week
Trustpoint.One
Boston, MA2 days ago $30 - $60 per hour
...OCCASIONAL IN-PERSON REQUIREMENTS Business Office Manager - Senior Living $30.00-$60.00/... ...and other payer requirements. Verify financial data, maintain resident files, and... ...key point of contact for residents and families while collaborating with internal departments...Work at officeFull timeLocal areaRemote workMonday to FridayFlexible hoursLegacy Lifecare
Chelsea, MA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Financial Officer (CFO), Family Office. Be the first to apply!
